VPIM

Vanguard Personalized Indexing Management Portfolio holdings

AUM $8.86B
1-Year Return 26.43%
This Quarter Return
+15.08%
1 Year Return
+26.43%
3 Year Return
+118.27%
5 Year Return
+211.61%
10 Year Return
–
AUM
$8.86B
AUM Growth
+$2.08B
Cap. Flow
+$1.35B
Cap. Flow %
15.21%
Top 10 Hldgs %
31.49%
Holding
2,054
New
215
Increased
1,371
Reduced
346
Closed
109

Top Buys

1
MSFT icon
Microsoft
MSFT
+$104M
2
NVDA icon
NVIDIA
NVDA
+$85.4M
3
AAPL icon
Apple
AAPL
+$44.7M
4
AMZN icon
Amazon
AMZN
+$43.7M
5
AVGO icon
Broadcom
AVGO
+$41M

Top Sells

1
DFS
Discover Financial Services
DFS
+$6.47M
2
VT icon
Vanguard Total World Stock ETF
VT
+$3.04M
3
CVX icon
Chevron
CVX
+$1.57M
4
IYW icon
iShares US Technology ETF
IYW
+$1.26M
5
X
US Steel
X
+$1.1M

Sector Composition

1 Technology 32.78%
2 Financials 14.41%
3 Consumer Discretionary 10.16%
4 Healthcare 9.25%
5 Communication Services 9.2%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
FMS icon
826
Fresenius Medical Care
FMS
$14.6B
$1.11M 0.01%
38,942
+4,804
+14% +$137K
ZBH icon
827
Zimmer Biomet
ZBH
$20.4B
$1.11M 0.01%
12,194
-3,499
-22% -$319K
IVZ icon
828
Invesco
IVZ
$9.86B
$1.11M 0.01%
70,453
+12,242
+21% +$193K
KRC icon
829
Kilroy Realty
KRC
$4.96B
$1.11M 0.01%
32,327
+3,228
+11% +$111K
HIW icon
830
Highwoods Properties
HIW
$3.42B
$1.11M 0.01%
35,647
+6,341
+22% +$197K
REG icon
831
Regency Centers
REG
$13B
$1.11M 0.01%
15,454
+425
+3% +$30.5K
SLG icon
832
SL Green Realty
SLG
$4.27B
$1.11M 0.01%
17,878
+1,632
+10% +$101K
SM icon
833
SM Energy
SM
$3.13B
$1.1M 0.01%
44,655
+20,698
+86% +$511K
MTDR icon
834
Matador Resources
MTDR
$6.07B
$1.09M 0.01%
22,938
+7,736
+51% +$369K
BRX icon
835
Brixmor Property Group
BRX
$8.48B
$1.09M 0.01%
41,875
+11,096
+36% +$289K
GMAB icon
836
Genmab
GMAB
$17B
$1.09M 0.01%
52,684
+10,426
+25% +$215K
FNV icon
837
Franco-Nevada
FNV
$37.9B
$1.09M 0.01%
6,640
+1,235
+23% +$202K
FBIN icon
838
Fortune Brands Innovations
FBIN
$7.04B
$1.09M 0.01%
21,122
-1,292
-6% -$66.5K
MASI icon
839
Masimo
MASI
$7.93B
$1.08M 0.01%
6,441
+726
+13% +$122K
CVLT icon
840
Commault Systems
CVLT
$7.94B
$1.08M 0.01%
6,187
+36
+0.6% +$6.28K
LEN.B icon
841
Lennar Class B
LEN.B
$33.7B
$1.08M 0.01%
10,230
+385
+4% +$40.5K
LEA icon
842
Lear
LEA
$5.74B
$1.07M 0.01%
11,306
-323
-3% -$30.7K
CUBE icon
843
CubeSmart
CUBE
$9.27B
$1.07M 0.01%
25,170
+7,000
+39% +$298K
THG icon
844
Hanover Insurance
THG
$6.35B
$1.07M 0.01%
6,284
+1,041
+20% +$177K
AVTR icon
845
Avantor
AVTR
$8.61B
$1.07M 0.01%
79,259
+18,101
+30% +$244K
SNN icon
846
Smith & Nephew
SNN
$16.5B
$1.06M 0.01%
34,688
+1,982
+6% +$60.7K
BKH icon
847
Black Hills Corp
BKH
$4.27B
$1.06M 0.01%
18,880
+449
+2% +$25.2K
RIVN icon
848
Rivian
RIVN
$17.1B
$1.06M 0.01%
77,017
+10,083
+15% +$139K
QLYS icon
849
Qualys
QLYS
$4.77B
$1.06M 0.01%
7,399
+634
+9% +$90.6K
QQQ icon
850
Invesco QQQ Trust
QQQ
$369B
$1.06M 0.01%
1,915
-411
-18% -$227K
32 33
34
35 36